Wealth Integration Solution
Traditional planning can be confusing and time consuming. In contrast, Wellspring Associates’ Wealth Integration Solution™ defines the issues, providing efficient, common sense strategies that eliminate uncertainties and contradictions – it’s what we call Clarity for Complex Issues™. This fine-tuned system is designed to meet your diverse needs by clarifying your individual goals and setting a clear path to achieving them.
Leveraging an integrated network of highly trained specialists, our process facilitates communication, coordination, and implementation to avoid costly gaps and overlaps that can result in unnecessary taxes, and unrealized objectives. The Wealth Integration Solution™ is a strategic balance of intricate components that are coordinated to achieve personal, family and family office goals such as wealth transfer, business succession and philanthropic planning.
This Includes:
Estate and Business Planning Audit
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Life Insurance Planning Audit
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Asset Protection
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Family Office Planning
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Philanthropic Planning
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Professional Advisors
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Income Tax Planning Strategies
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Executive Compensation Consulting
ATLANTA
2200 Century Pkwy
Suite 750
Atlanta GA 30345
404-924-4006 Phone
404-475-0952 Fax
DALLAS
2000 E Lamar Blvd
Suite 580
Arlington TX 76006
817-461-1585 Phone
817-548-5793 Fax
Who We Are
Our Team
Our Clients
Wellspring Planning Group, LLC, a state (GA, TX) registered investment advisor, is an affiliate of Wellspring Associates. Wellspring Associates is an affiliate of Hightower Securities, LLC. Member FINRA/SIPC.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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